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Rudy Luukko

Rudy Luukko is the retired editor, investment and personal finance, with Morningstar Canada. He wrote frequently on investments, regulatory issues and personal finance for Morningstar.ca from 2000 to 2018. He was the first-prize winner of the 2016 PMAC Award for Excellence in Investment Journalism for a series on robo-advice. During his career, he has written for numerous general interest, trade and institutional publications in Canada and the U.S., and has co-authored courses for the Canadian Securities Institute. Currently, he is a contributor for investmentexecutive.com, writing monthly on ETFs. He is a bachelor of journalism graduate of Carleton University and holds a Chartered Investment Manager (CIM) designation.

ETFs vs. ETF mutual funds: Which to choose?

Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity

  • August 29, 2022 August 29, 2022
  • 00:01

ETFs with a charitable twist

A closer look at ETFs that donate a portion of fees to environmental or social causes

  • August 9, 2022 August 2, 2022
  • 14:00

Utilities ETFs offer high yields, low volatility to conservative investors

Dividend tax credits offer an advantage for investors in non-registered accounts

  • July 12, 2022 July 7, 2022
  • 13:00

Is now the time for floating-rate loan ETFs?

These products are far less vulnerable to interest rate increases than conventional fixed-income securities

  • June 7, 2022 June 1, 2022
  • 13:00

A lower-fee format for target-date funds

Toronto-based startup enters the market with target-date ETFs but faces large, established competitors

  • May 16, 2022 May 13, 2022
  • 00:04

Wanted: a substitute for the 60-40 portfolio

Alternatives, covered calls and broad diversification can all boost returns as bonds and stocks become more correlated

  • May 10, 2022 May 2, 2022
  • 14:00

Investing on a flat yield curve

Financial advisors will need to be more deliberate about choosing fixed-income products amid challenging conditions

  • April 19, 2022 April 26, 2022
  • 00:14

ESG proves useful for bond funds

Screens would have excluded Russian sovereigns and avoided losses

  • April 19, 2022 April 18, 2022
  • 00:07

How war in Ukraine is affecting ETF investing

Clean energy, agriculture and cybersecurity are among the sectors to watch

  • April 12, 2022 April 6, 2022
  • 13:00

Asset-allocation ETFs have room to run

The $12.6 billion held in these ETFs represented only 3.7% of Canadian assets as of January

  • March 8, 2022 March 8, 2022
  • 13:00